FEPI — ETF OPPORTUNITIES TRUST

Ownership history in STEPHENS INC /AR/  ·  2 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ETF OPPORTUNITIES TRUST (FEPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,270 -400 -8.6% 0.00% $200K $42.13
2025 Q2 INITIATED 4,670 — — 0.00% $213K $38.41
% of Fund (quarterly)    FEPI price (monthly, adj. close)

Other funds also holding FEPI

As of 2025 Q4 — sorted by position size

Independence Wealth Advisors, LLC 0.36% Tactive Advisors, LLC 0.33% Latitude Advisors, LLC 3Y 0.15% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.11% Sound Income Strategies, LLC 3Y 7Y 0.08% Institute for Wealth Management, LLC. 3Y 7Y 0.08% Quadrature Capital Ltd 3Y 7Y 0.02% Mutual Advisors, LLC 3Y 7Y 0.02% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% CoreCap Advisors, LLC 3Y 0.02%
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